PONTE PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 317629
Firm profile
FINTRXOverview
Ponte Partners Management, LLC is organized as a limited liability company and is classified in regulatory records as an "Other Investment Adviser." The firm is owner-operated (individual owner type) and does not identify itself as a capital allocator or an ESG-focused manager. It is not registered as a multistate adviser and is not labelled a newly formed adviser in the available data. Public-facing details about fee schedules, client types, or day-to-day advisory activities are not provided. The firm’s footprint in the data is concentrated: its disclosed activity centers on managing a private investment vehicle rather than operating a broad retail advisory platform. It is not listed as a pension consultant or as a related adviser to another registered entity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2LILIAN MURRAY
Managing PartnerCRD 1305216
GHIA GRIARTE
Managing PartnerCRD 4632253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 1 Embarcadero Ctr
- Time zone
- PT (UTC-8)
- Office locations
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